Location and Investment Consulting (Standort-, Investitionsberatung, SB)

Integrated location and investment consulting gives businesses strategic orientation for well-founded investment decisions at the location. • Investment strategy development: Developing investment plans aligned with business strategy • Return and risk analysis: Assessing investment projects for profitability and risk • Financing options: Advice on equity, debt and public funding • Timing and market analysis: Analyzing market trends for optimal investment timing • Location factors in investment decisions: Assessing how location factors affect return on investment • Sustainability and ESG criteria: Integrating sustainability criteria into investment decisions • Public investment grants and loans: Making optimal use of funding for investment projects

Stember periodic table

Classification of the activity according to Stember's periodic table of economic development

72

SB

Advice on and brokerage of location-specific investments.

Location and investment consulting relates to a company's investment process. Brokering commercial or real estate space is also an important part of investment consulting.

Digitalization and AI agents

Various implementation stages, from analog realization to complete automation through AI agents.

Personal advisory conversations with businesses about planned investments. Profitability calculations produced by hand. Paper-based dossiers on investment projects. No systematic data analysis or market assessment.

CRM-supported management of investment projects with structured advisory checklists. Digital analysis tools for return calculations. Systematic documentation of investment decisions and their outcomes.

Online portal with investment planning tools, a financing calculator and a market data overview. Webinars on investment strategies and financing options. Newsletter on funding and market trends.

Community platform for businesses to exchange investment experiences and return success stories. Peer review of investment ideas. Forum for industry-specific investment questions.

AI agents automate all communication around location and investment consulting: • Investment potential analysis agent: Analyzes company profiles and recommends investment opportunities • Market trend scout agent: Monitors market trends and identifies the optimal investment timing • Financing optimizer agent: Recommends the optimal financing mix and combination of funding sources • Scenario modelling agent: Builds investment scenarios with return and risk analysis • Success metrics tracker agent: Tracks investment outcomes and feeds results back to decision-makers

Implementation with LoftOS

Description of how LoftOS supports the implementation of the activity

• Investment cockpit: Dashboard giving an overview of investment projects and their status. (Analytics, Widgets, Pages) • Financing analysis tools: Intelligent calculators and scenario modelling. (Forms, Widgets) • Market data and trend reports: Current market analysis and industry trends. (Search, Analytics, User Mailing) • Funding database and matching: Automatic identification of relevant funding programs. (Search, Matchmaking) • Investor community and shared experience: Businesses share their investment experiences. (Groups, Feed, Chat, Events) • AI Agent Builder (FELSER 5.0): Automates investment potential analysis, market trend scouting, financing optimization and outcome tracking for better investment decisions.

Comments